See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,666 | $74,927+71.7% | $101,794+26.4% | $84,808+51.7% |
| Participation rate | 21.1% | 61.4%-40.3pp | 69.2%-48.1pp | 68.3%-47.2pp |
| Annual return | 15.89% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $452 | $1,522-70.3% | $2,289-80.3% | $2,631-82.8% |
| Participant deferral / active EE | $1,756 | $3,099-43.3% | $4,084-57.0% | $4,212-58.3% |
| Admin fee / account holder | $8,137 | $6,514+24.9% | $8,777-7.3% | $7,344+10.8% |